See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,471 | $89,753+6.4% | $107,525-11.2% | $84,808+12.6% |
| Participation rate | 66.2% | 68.1%-1.9pp | 75.1%-8.9pp | 68.3%-2.1pp |
| Annual return | 17.26% | 29.48%-12.2pp | 181.32%-164.1pp | 40.90%-23.6pp |
| Employer contribution / active EE | $4,235 | $3,113+36.0% | $3,754+12.8% | $2,631+61.0% |
| Participant deferral / active EE | $8,038 | $4,056+98.2% | $5,116+57.1% | $4,212+90.8% |
| Admin fee / account holder | $1,355 | $7,222-81.2% | $8,919-84.8% | $7,344-81.5% |